DSP Banking & Financial Services Fund vs Invesco India Financial Services Fund
DSP vs Invesco· Portfolio Overlap Analysis
44.6%High Overlap
16 common stocksRank #16831 / 20,000
Investor takeaway: At 44.6% overlap, a significant part of these portfolios is identical. Despite coming from different AMCs, the stock picks still converge heavily. Make sure both funds actually serve different jobs in your allocation.
Common Holdings (16)
| Stock | Wt% in DSP Banking & Financial Servic | Wt% in Invesco India Financial Servic | Overlap |
|---|---|---|---|
ICICI Bank Limited Banks | 11.57% | 13.61% | 11.57% |
Axis Bank Limited Banks | 7.78% | 6.44% | 6.44% |
HDFC Bank Limited Banks | 4.70% | 15.27% | 4.70% |
Multi Commodity Exchange of India Limited Capital Markets | 4.69% | 6.82% | 4.69% |
Bank of Baroda Banks | 2.92% | 2.90% | 2.90% |
Cholamandalam Investment and Finance Company Limited Finance | 2.43% | 3.42% | 2.43% |
SBI Life Insurance Company Limited Insurance | 4.52% | 2.08% | 2.08% |
PB Fintech Limited Financial Technology (Fintech) | 2.98% | 2.04% | 2.04% |
Max Financial Services Limited Insurance | 3.05% | 1.63% | 1.63% |
Aadhar Housing Finance Limited Finance | 2.41% | 1.24% | 1.24% |
PRUDENT CORPORATE ADVISORY SERVICES Limited Capital Markets | 1.21% | 1.32% | 1.21% |
Shriram Finance Limited Finance | 1.17% | 4.79% | 1.17% |
Karur Vysya Bank Limited Banks | 1.14% | 5.27% | 1.14% |
Tata Capital Limited Finance | 0.96% | 0.93% | 0.93% |
ICICI Prudential Asset Management Co Limited Capital Markets | 0.38% | 4.53% | 0.38% |
ICICI Lombard General Insurance Company Limited Insurance | 0.01% | 1.13% | 0.01% |
Unique to DSP Banking & Financial Servic
- State Bank of India6.41%
- Kotak Mahindra Bank Limited5.42%
- Bajaj Finance Limited4.66%
- Ujjivan Small Finance Bank Limited4.05%
- Aditya Birla Capital Limited3.65%
Unique to Invesco India Financial Servic
- Central Depository Services (India) Limited2.94%
Sector Overlap Breakdown
Banks26.8% (5)
Capital Markets6.3% (3)
Finance5.8% (4)
Insurance3.7% (3)
Financial Technology (Fintech)2.0% (1)
More comparisons for DSP Banking & Financial Servic
- vs Mahindra Manulife Banking & Fi63.8% · 22 stocks
- vs Kotak Banking and Financial Se56.9% · 18 stocks
- vs EDELWEISS FINANCIAL SERVICES56.4% · 17 stocks
- vs ADITYA BIRLA SUN LIFE BANKING 54.5% · 20 stocks
- vs SBI Banking And Financial Serv54.5% · 17 stocks
More comparisons for Invesco India Financial Servic
- vs Kotak Banking and Financial Se57.4% · 17 stocks
- vs HDFC Banking & Financial Servi57.3% · 16 stocks
- vs TATA BANKING & FINANCIAL SERVI56.8% · 14 stocks
- vs Mahindra Manulife Banking & Fi54.3% · 18 stocks
- vs EDELWEISS FINANCIAL SERVICES53.2% · 16 stocks
Overlap calculated on equity holdings only. Debt, government securities, and cash are excluded.